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COMPanion FTP Service

Last Updated: Feb 18, 2021 11:48

Access to COMPanion's FTP server is included in SIS Integration packages. Contact our Sales Team if you're interested in adding this service to your library!

File Transfer Protocol (FTP) is a standard network protocol used for the transfer of computer files between a client and server on a computer network. In other words, scheduling a patron import from an FTP server is another way to automatically update patron information in your library. Use it in conjunction with GG4L or Clever to update information that might not be included in those syncs. FTPS is similar, except your data is encrypted and secure.

With this service, you'll be provided with a secure and private folder on COMPanion's FTP server. You can then upload files to that folder and transfer them to Alexandria through a patron import.

We only allow explicit FTPS transfers.

Explicit FTPS is a newer transfer method that allows for more flexibility in determining how secure the file is. Before a transfer starts, the client requests encryption information to see which data is secured. However, implicit FTPS encrypts all data and establishes a secure connection before the transfer.

Onboarding Process

Want access to COMPanion's FTP server? Here's what you'll need to do!

  1. If you don't already have a SIS Integration package, 

    to add one to your library.

  2. and they will send you a link to set up a username and password.

  3. Once this has been completed, our Hosting Team will create a folder on our FTP server for you. We will send an email with a link to your folder.

  4. You'll then need to work with your library or district tech to upload patron import files. Since we do not work directly with your SIS, this isn't within our area of support. It will be up to you and your district to get the files in the correct format to your hosted folder. 

    Check out Import Field Mapping and Import Tab-Delimited Records for information on Alexandria's file formatting requirements.

  5. Once the file is in your folder, you can set up and schedule
    an FTP or FTPS import in Alexandria.